What is Smartrr's onboarding process?

The Smartrr onboarding is an easy 3 step process

🏈 Kickoff

Onboarding begins with a Kickoff meeting with your dedicated account manager to define timelines and collect information for the next steps. 

 

👷 Setup

Setting up Smartrr includes creating the new product page(s) with the subscription options, creating a new customer account portal and setting up product selling plans. There are two methods for completing the setup process.  Our implementation team can perform the setup, or you can choose to do self-onboarding. We recommend that our implementation team completes this step as they are experts in implementing Smartrr. However, if you do choose to do self-onboarding, you can follow the steps listed in the Smartrr Implementation section.

 

🚀 Go Live

After setup is complete, either by our implementation team or your development team, your account manager will schedule a Go Live meeting. During this meeting your account manager will review the setup with you to either get final approval or provide support for your development team prior to going live!